WA
BCPC

WFG Advisors’s Balchem Corp BCPC Stock Holding History

WFG Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$6K Hold
80
– – ﹤0.01% 1264
2017
Q1 		$7K Hold
80
– – ﹤0.01% 1164
2016
Q4 		$7K Buy
+80
New +$6.31K ﹤0.01% 1208

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WFG Advisors's BCPC Position: Q2 2017 in Review

WFG Advisors held its Balchem Corp (BCPC) position steady in Q2 2017 at 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

WFG Advisors first reported a position in BCPC in Q4 2016 and has held it in 3 quarters since. The position peaked at $7K in Q1 2017. 202 funds tracked by Wall St. Rank hold BCPC as of Q2 2017.

  • WFG Advisors held 80 shares of Balchem Corp worth $6K as of Q2 2017.
  • WFG Advisors left its Balchem Corp share count unchanged in Q2 2017.
  • Balchem Corp made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1264 holding.
  • WFG Advisors first reported a position in Balchem Corp in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's Balchem Corp position peaked at $7K in Q1 2017.
  • 202 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.